BEI
Benjamin Edwards Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
46,979
+6,735
| +17% | +$530K | 0.05% | 331 |
|
|
2025
Q1 | $3.15M | Sell |
40,244
-3,127
| -7% | -$245K | 0.04% | 331 |
|
|
2024
Q4 | $3.35M | Sell |
43,371
-1,202
| -3% | -$92.9K | 0.05% | 333 |
|
|
2024
Q3 | $3.51M | Buy |
44,573
+42,249
| +1,818% | +$3.33M | 0.05% | 330 |
|
|
2024
Q2 | $178K | Buy |
2,324
+79
| +4% | +$6.05K | 0.03% | 355 |
|
|
2024
Q1 | $172K | Sell |
2,245
-542
| -19% | -$41.5K | 0.03% | 357 |
|
|
2023
Q4 | $215K | Hold |
2,787
| – | – | 0.05% | 304 |
|
|
2023
Q3 | $209K | Hold |
2,787
| – | – | 0.05% | 272 |
|
|
2023
Q2 | $211K | Sell |
2,787
-27
| -1% | -$2.04K | 0.05% | 267 |
|
|
2023
Q1 | $215K | Sell |
2,814
-60,419
| -96% | -$4.62M | 0.05% | 265 |
|
|
2022
Q4 | $4.76M | Buy |
63,233
+10,292
| +19% | +$775K | 1.25% | 11 |
|
|
2022
Q3 | $3.96M | Buy |
52,941
+42,031
| +385% | +$3.14M | 1.19% | 9 |
|
|
2022
Q2 | $838K | Buy |
10,910
+9,418
| +631% | +$723K | 0.25% | 119 |
|
|
2022
Q1 | $116K | Buy |
1,492
+1,340
| +882% | +$104K | 0.03% | 339 |
|
|
2021
Q4 | $12K | Buy |
152
+52
| +52% | +$4.11K | ﹤0.01% | 564 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | 0.01% | 369 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | 0.01% | 333 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | 0.01% | 330 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | 0.01% | 305 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | 0.02% | 234 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | 0.02% | 232 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | 0.02% | 227 |
|
|
2019
Q1 | $8K | Buy |
+100
| New | +$8K | 0.04% | 213 |
|